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Hi Experts,
I have requirement like when email form loads and when i try to select to/cc/bcc then i should see only contact recipient not others like accounts , users , leads , ...... .
Please advise how i can get this done ?
I'm planning to do it through js and followed this link but getting syntax error.
This is urgent , Thank you in advance
Regards, Alok
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Great to hear. setLookupTypes is undocumented/unsupported but setEntityTypes is documented/supported in v9.
I explained all this in original initial answer & SO link. Feel free to mark them as answer if it helped you.
Yes, thats the new method availabl in V9. For earlier version, you need to use addcustomfilter :)
One more approach worked for me :
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if(FormType==1 || FormType==2)
{
var controlTo = Xrm.Page.getControl("to");
controlTo.getAttribute().setLookupTypes(["contact"]);
}
Hi Ravi,
Thank you for notifying that, checking formtype was good but in that i was checking formtype with and (&&) condition which is not possible to true so now i have made it or (||) condition and it is working now.
Thanks and Regards, Alok
Hi
i think its the formtype check due to which the code is not executing. could you remove that check and try again. Dont forget to publish customization and try on a new browser window.
Hi Ravi,
I tried same as you suggested but still no outcome. :(
function AppendFilterSearch() {
var FormType = Xrm.Page.ui.getFormType();
if(FormType==1 && FormType==2){
Xrm.Page.getControl("to").addPreSearch(function () {
AddPreSearch();
});
}}
function AddPreSearch() {
var contactFilter = "<filter type='and'><condition attribute='contactid' operator='not-null' /></filter>";
//remove accountt
var accountFilter = "<filter type='and'><condition attribute='accountid' operator='null' /></filter>";
//remove system users
var systemUserFilter = "<filter type='and'><condition attribute='systemuserid' operator='null' /></filter>";
//remove lead
var leadFilter = "<filter type='and'><condition attribute='leadid' operator='null' /></filter>";
//remove facility
var facilityFilter = "<filter type='and'><condition attribute='equipmentid' operator='null' /></filter>";
// remove entitlement
var entitlementFilter = "<filter type='and'><condition attribute='entitlementid' operator='null' /></filter>";
Xrm.Page.getControl("to").addCustomFilter(contactFilter, "contact");
Xrm.Page.getControl("to").addCustomFilter(accountFilter, "account");
Xrm.Page.getControl("to").addCustomFilter(systemUserFilter, "systemuser");
Xrm.Page.getControl("to").addCustomFilter(leadFilter, "lead");
Xrm.Page.getControl("to").addCustomFilter(facilityFilter, "equipment");
Xrm.Page.getControl("to").addCustomFilter(entitlementFilter, "entitlement");
}
Hi,
Try changing "operarequiredattendeesr" to "operator" and a"ddCusrequiredattendeesmFilter" to "addCustomFilter" to in your code and see if this works.
Hope this helps.
Hi Arun Vinoth,
I tried above steps provided by you in my email form but still I'm able to select accounts , users ....
I tried below :
function AppendFilterSearch() {
var FormType = Xrm.Page.ui.getFormType();
if(FormType==1 && FormType==2){
Xrm.Page.getControl("requiredattendees").addPreSearch(function () {
AddPreSearch();
});
}}
function AddPreSearch() {
var contactFilter = "<filter type='and'><condition attribute='contactid' operarequiredattendeesr='not-null' /></filter>";
//remove accountt
var accountFilter = "<filter type='and'><condition attribute='accountid' operarequiredattendeesr='null' /></filter>";
//remove system users
var systemUserFilter = "<filter type='and'><condition attribute='systemuserid' operarequiredattendeesr='null' /></filter>";
//remove lead
var leadFilter = "<filter type='and'><condition attribute='leadid' operarequiredattendeesr='null' /></filter>";
//remove facility
var facilityFilter = "<filter type='and'><condition attribute='equipmentid' operarequiredattendeesr='null' /></filter>";
// remove entitlement
var entitlementFilter = "<filter type='and'><condition attribute='entitlementid' operarequiredattendeesr='null' /></filter>";
Xrm.Page.getControl("requiredattendees").addCusrequiredattendeesmFilter(contactFilter, "contact");
Xrm.Page.getControl("requiredattendees").addCusrequiredattendeesmFilter(accountFilter, "account");
Xrm.Page.getControl("requiredattendees").addCusrequiredattendeesmFilter(systemUserFilter, "systemuser");
Xrm.Page.getControl("requiredattendees").addCusrequiredattendeesmFilter(leadFilter, "lead");
Xrm.Page.getControl("requiredattendees").addCusrequiredattendeesmFilter(facilityFilter, "equipment");
Xrm.Page.getControl("requiredattendees").addCusrequiredattendeesmFilter(entitlementFilter, "entitlement");
}
Please let me know if I'm making any mistake
Based on your CRM version there are different ways to achieve it.
var contactFilter = "<filter type='and'><condition attribute='contactid' operator='not-null' /></filter>";
//remove accounts
var accountFilter = "<filter type='and'><condition attribute='accountid' operator='null' /></filter>";
//remove system users
var systemUserFilter = "<filter type='and'><condition attribute='systemuserid' operator='null' /></filter>";
Xrm.Page.getControl('requiredattendees').addCustomFilter(contactFilter, "contact");
Xrm.Page.getControl('requiredattendees').addCustomFilter(accountFilter, "account");
Xrm.Page.getControl('requiredattendees').addCustomFilter(systemUserFilter, "systemuser");
9.x documented & supported way:
Xrm.Page.getControl('your_field').setEntityTypes(['contact']);
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